Perry Laulu
Investment adviser representative at Key Investment Services LLC
10 yearsExperience
1 stateRegistered in
$8.9BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Key Investment Services LLCDec 2025 to now
- Emerald Consulting LLCMar 2025 to now
- Ivory Employee Leasing CorpMar 2023 to now
- Laulu AdventuresJan 2023 to now
- J.P. Morgan Securities LLCJun 2024 to Dec 2025
- JPMorgan Chase Bank, N.A.Jun 2024 to Dec 2025
- Perry Laulu and Emily Brooke Pagano-lauluMay 2023 to Mar 2025
- Bank of America, N.AAug 2022 to Jun 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Jun 2024
- U.S. BankOct 2021 to Sep 2022
- U.S. Bancorp Investments, Inc.Oct 2021 to Aug 2022
- J.P. Morgan Securities LLCMar 2016 to Oct 2021
- JPMorgan Chase Bank, N.A.Mar 2016 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (UT).
Key Investment Services LLC
$8.9BAssets managed
34,920Clients
643Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6627925
- Firm CRD
- 136300